Delinquent List/Notices

A delinquent account is an account that is overdue in payment. You can print the delinquent list to find out which accounts are past due. Using the list gives you the opportunity to make sure that accounts which are not delinquent are not included on the list, or vice versa. When you're sure the list is correct, then you can switch the option on this report to print the delinquent notices. A delinquent notice is a warning letter to let the account holder know that the account status is delinquent.

Printing a delinquent list

Set up the report options and send the report to the printer. Printing a delinquent list will not create delinquent transactions.

Do this...

1. Open Connect Business Tax Collection > Reports > Delinquent List/Notices.

2. Select a report title.

3. Click to select Print Delinquent List.

4. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

5. Click Print (CTRL+P).

The report prints.

 

Printing delinquent notices

A delinquent notice is a warning letter to let the account holder know that the account status on the account is delinquent.

Do this...

1. Open Connect Business Tax Collection > Reports > Delinquent List/Notices.

2. Select a report title.

3. Click to select Print Delinquent Notices.

4. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

5. Click Print (CTRL+P).

The delinquent notices print.

 

Options

Check minimum amount against

A minimum amount is the amount from the Delinquent Minimum Balance field. The routine compares the Minimum Amount to the Delinquent Balance or the Current Account Balance.

  • A delinquent balance is an amount that is past due.

  • A current account balance is the account balance from the present month.

What do you want to use to compare against the minimum amount?

  • Use the delinquent balance. Click to select Delinquent Balance.

  • Use the current account balance. Click to select Current Account Balance.

Delinquent date

The delinquent date is the date when unpaid invoices are considered delinquent.

What is the delinquent date?

  • Use the current date as the delinquent date. Continue to the next step.

  • Let me use a different date as the delinquent date. Use the Delinquent Date field to select another date, or click Advanced Options.

Delinquent minimum balance

A delinquent minimum balance is the smallest amount that is past due that can be sent to for collection.

Due date

The due date is the date when payment is owed.  

Do you want to use the month end as the due date?

  • Yes, I want to use the month end as the due date. Continue to the next step.

  • No, I want to use a different date as the due date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Exclude businesses that have made payments since

When a business makes a payment before the payment due date, the payment is on time. The business account is in good standing. On the other hand, when a business does not make a payment before the number of delinquent periods has elapsed, the account is delinquent.

When a business with a delinquent account makes a payment before the date in the Exclude Businesses Who Have Made Payments Since field, the business will not be included on the report.

Do you want to exclude businesses that have made a payment on a delinquent account by the given date?

  • Yes, exclude businesses that have made payments. Use the Exclude Businesses Who Have Made Payments Since field to enter a MM/DD/YYYY.

  • No, do not exclude businesses that have made payments. Delete the date from the Exclude Businesses Who Have Made Payments Since field. The field should be blank.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

  • Yes, I want to use the current form. Continue to the next step.

  • No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Mailing date

The mailing date is the date the notice will be sent.

Do you want to use the current date as the mailing date?

  • Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

  • No, I want to use a different date as the mailing date. Select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.

A delinquent list uses the program settings to select accounts that are past due. It may be helpful to print or preview the delinquent list before the delinquent notices are printed to make sure the list is correct.

Do you want to print a delinquent list?

  • Yes, I want to print a delinquent list. Click to select Print Delinquent List.

  • No, I do not want to print a delinquent list. Click to deselect Print Delinquent List.

A delinquent notice is a warning letter to let the account holder know that the account status on the account is delinquent.

Do you want to print delinquent notices?

  • Yes, I want to print delinquent notices. Click to select Print Delinquent Notices. Then, choose the form layout, this is the template the system will use to format the information on the notice, on the Forms tab. If you are printing the delinquent notice to a pre-printed form, load the pre-printed forms into the printer now.

  • No, I do not want to print delinquent notices. Click to deselect the Print Delinquent Notices.

This option inserts a solid line after each business to make the list easier to read.

Do you want to print a line between businesses?

  • Yes, I want to print a line to separate records. Select the Print a Line Between Businesses checkbox.

  • No, I want to print records as is. Deselect the Print a Line Between Businesses checkbox.

Report type

Use One Form per Business to print a single notice for each business. Use One Form per Tax Return to print a single notice for each tax return.  

Use penalty days setting

Penalty days refers to the number of days before a penalty is assessed. Use Penalty Days Setting filters delinquent amounts based on transactions, fees, and penalty dates.

 

 

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